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Hurco Companies Inc
HURC

75 hedge funds and large institutions have $156M invested in Hurco Companies Inc in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

0.21% less ownership

Funds ownership: 79.02% → 78.81% (-0.21%)

15% less funds holding

Funds holding: 88 → 75 (-13)

24% less capital invested

Capital invested by funds: $205M → $156M (-$49.3M)

71% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 17

Holders
75
Holders Change
-13
Holders Change %
-14.77%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
31
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$5.43M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.73M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.27M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.47M
2
RA
Royce & Associates
New York
-$2.25M
3
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
-$1.73M
4
BCM
Bridgeway Capital Management
Texas
-$1.4M
5
Man Group
Man Group
United Kingdom
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$645K – – –
Goldman Sachs
27
Goldman Sachs
New York
$579K +$14.1K +471 +2%
Brown Advisory
28
Brown Advisory
Maryland
$529K – – –
Axa
29
Axa
France
$497K -$38.9K -1,300 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$483K +$3K +100 +0.6%
Charles Schwab
31
Charles Schwab
California
$467K +$3.23K +108 +0.7%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$461K +$108K +3,600 +29%
Invesco
33
Invesco
Georgia
$412K +$425K +14,182 New
Wells Fargo
34
Wells Fargo
California
$405K +$90.3K +3,014 +28%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$382K +$84.2K +2,810 +27%
PPA
36
Parametric Portfolio Associates
Washington
$366K -$87.8K -2,932 -19%
First Trust Advisors
37
First Trust Advisors
Illinois
$345K -$68.8K -2,299 -16%
SRC
38
Shufro Rose & Co
New York
$338K +$180K +6,000 +107%
SEI Investments
39
SEI Investments
Pennsylvania
$337K -$57.1K -1,908 -14%
ICM
40
Invenomic Capital Management
Massachusetts
$325K -$1.16M -38,696 -78%
SSWM
41
Sheets Smith Wealth Management
North Carolina
$315K +$16.5K +552 +5%
UA
42
Unison Advisors
District of Columbia
$289K +$958 +32 +0.3%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$283K +$3.38K +113 +1%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$279K – – –
BIP
45
Brandes Investment Partners
California
$239K +$37.5K +1,253 +18%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$221K – – –
UBS Group
47
UBS Group
Switzerland
$210K -$19.1K -638 -8%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$210K – – –
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$122K +$33.8K +1,130 +37%
AIG
50
American International Group
New York
$111K -$4.61K -154 -4%
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HURC Hedge Fund Activity: Q1 2020 in Review

75 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hurco Companies Inc (HURC) for Q1 2020, worth a combined $156M — down 24% from $205M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HURC and 5 opened new positions — a net loss of 12 holders — while 23 trimmed existing stakes and 31 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $5.43M. The largest seller was JP Morgan Chase, cutting an estimated $2.47M.

  • 75 institutional investors held Hurco Companies Inc (HURC) as of Q1 2020, down from 88 in Q4 2019.
  • Funds reported $156M of Hurco Companies Inc stock for Q1 2020, down 24% quarter-over-quarter.
  • 5 funds opened new Hurco Companies Inc positions in Q1 2020 and 17 closed out, a net change of -12 holders.
  • The largest Hurco Companies Inc buyer in Q1 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $5.43M added.
  • The largest Hurco Companies Inc seller in Q1 2020 was JP Morgan Chase, an estimated $2.47M sold.

Based on aggregated 13F filings for Q1 2020.